STRATEGY STUDIO / PUBLIC DATA EXPLORER

OTT FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
OTT FOUNDATION INC (EIN 26-3299645)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202321329349101587
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T11:07:47-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261194602PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REA LOGAN & CO LLC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 S NORTON STAddressLine1Txt
CityMARIONCityNm
State AbbreviationINStateAbbreviationCd
ZIP469523804ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263299645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OTT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOTTFBusinessNameControlTxt
Phone7646645400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11800 N WABASH ROAD RM/STE 300AddressLine1Txt
CityMARIONCityNm
State AbbreviationINStateAbbreviationCd
ZIP46952ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY OTTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7656645400PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARYPersonFirstNm
Person LastOTTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J LOGAN CPAPreparerPersonNm
PTINP00118145PTIN
Phone7656642366PhoneNum
Preparation2023-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$113,768FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$48,229ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,159InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,159InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,159InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$50,388TotalRevAndExpnssAmt
Total Net Invst Incm$2,159TotalNetInvstIncmAmt
Total Adj Net Incm$2,159TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,690AccountingFeesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$3,586TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$204OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,480TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,703ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,703ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,183TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$90,703TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,795ExcessRevenueOverExpensesAmt
Net Investment Income$2,159NetInvestmentIncomeAmt
Adjusted Net Income$2,159AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,148CashBOYAmt
Cash EOY$51,193CashEOYAmt
Cash EOYFMV$51,193CashEOYFMVAmt
Sav And Temp Cash Invst BOY$146,415SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,575SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$62,575SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$159,563TotalAssetsBOYAmt
Total Assets EOY$113,768TotalAssetsEOYAmt
Total Assets EOYFMV$113,768TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$159,563NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$113,768NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$159,563TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$113,768TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$159,563TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$113,768TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$159,563TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,795ExcessRevenueOverExpensesAmt
Subtotal$113,768SubtotalAmt
Tot Net Ast Or Fund Balances EOY$113,768TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Subtotal$30SubtotalAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Tax Due$30TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTREASURERIndividualWithBooksNm
Phone7656645400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11800 N WABASH RD SUITE 300AddressLine1Txt
CityMARIONCityNm
State AbbreviationINStateAbbreviationCd
ZIP46952ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY OTT
1800 N WABASH ROADMARIONIN46952PRESIDENT000.00$0$0$0
CONNIE OTT
1800 N WABASH ROADMARIONIN46952TREASURER000.00$0$0$0
BRADLEY OTT
583 W 700 NLAFONTAINEIN46940V-PRESIDENT000.00$0$0$0
RYAN OTT
1050 LONG BRANCH COURTGAS CITYIN46933DIRECTOR000.00$0$0$0
AMIE OTT
1050 LONG BRANCH COURTGAS CITYIN46933DIRECTOR000.00$0$0$0
DANIEL SHOWALTER
5297 CANARY COURTCARMELIN46033DIRECTOR000.00$0$0$0
JENNIFER SHOWALTER
5297 CANARY COURTCARMELIN46033DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1RELIEF FOR THE POOR, DISTRESSED OR UNDERPRIVILEGED. ADVANCEMENT OF EDUCATION WHICH INCLUDE CONTRIBUTING TO EDUCATIONAL INSTITUTIONS FOR THE SUPPORT AND FURTHERANCE OF THE EDUCATIONAL INSTITUTION OR REWARDING OF SCHOLARSHIPS. SUPPORT OF RELIGIOUS ORGANIZATIONS.Description1Txt
Expenses1$90,703Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$135,199AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$135,199TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$135,199AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,028CashDeemedCharitableAmt
Net Vl Noncharitable Assets$133,171NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,659MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,659MinimumInvestmentReturnAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable Before Adj$6,629DistributableBeforeAdjAmt
Distributable Before Ded$6,629DistributableBeforeDedAmt
Distributable As Adjusted$6,629DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$90,703ExpensesAndContributionsAmt
Qualifying Distributions$90,703QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,629DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$624,867ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$474,376ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$720,182ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$177,759ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$94,835ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,092,019TotalExcessDistributionCyovAmt
Qualifying Distributions$90,703QualifyingDistributionsAmt
Applied To Current Year$6,629AppliedToCurrentYearAmt
Remaining Distri From Corpus$84,074RemainingDistriFromCorpusAmt
Total Corpus$2,176,093TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$624,867ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,551,226ExcessDistriCyovToNextYrAmt
Excess From Year4$474,376ExcessFromYear4Amt
Excess From Year3$720,182ExcessFromYear3Amt
Excess From Year2$177,759ExcessFromYear2Amt
Excess From Year1$94,835ExcessFromYear1Amt
Excess From Current Year$84,074ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921NONECHARITYCHILDREN SPONSORSHIP$912
FAMILY SERVICE SOCIETY INC
101 S WASHINGTON STMARIONIN46952NONECHARITYGENERAL SUPPORT$5,000
HANDS OF HOPE
14350 MUNDY DRIVE STE 800NOBLESVILLEIN46060NONECHARITYSPONSORSHIP$5,000
THE CARING FOUNDATION INC
1800 N WABASH AVEMARIONIN46952NONECHARITYGENERAL SUPPORT$18,498
EFCA REACH GLOBAL
901 E 78TH STREETMINNEAPOLISMN55420NONECHARITYMINISTRY$2,400
WELLSPRINGS OF FREEDOM
3900 18TH AVEROCK ISLANDIL61201NONECHARITYMINISTRY SUPPORT$4,200
SPECIAL OLYMPICS
PO BOX 44094INDIANAPOLISIN46244NONECHARITYGENERAL SUPPORT$175
CAREY SERVICES
2724 S CAREY STMARIONIN46953NONECHARITYGENERAL SUPPORT$2,500
HOPE INDIA MISSION
1403 WINCHESTER RDDECATURIN46733NONECHARITYGENERAL SUPPORT$2,000
GILEAD MINISTRIES
PO BOX 134MARIONIN46952NONECHARITYGENERAL SUPPORT$1,000
GLOBAL PARTNERS
PO BOX 50434INDIANAPOLISIN46250NONECHARITYSPONSORSHIP$3,000
HABITAT FOR HUMANITY OF GRANT CO
PO BOX 687MARIONIN46952NONECHARITYGENERAL SUPPORT$20,000
JUSTIN CREECH
1597 E 950 SLAFONTAINEIN46940NONEINDIVIDUALHOUSE FIRE ASSISTANCE$2,000
MARLENE MICHEL-ANDERSON
517 SPENCER AVEMARIONIN46952NONEINDIVIDUALMEDICAL SUPPLIES$500
ABBY BUSH
108 W BRUMMIT STOWENSVILLEIN47665NONEINDIVIDUALLIVING EXPENSES$500
KEISA NORRIS
844 E SOUTH D STREETGAS CITYIN46933NONEINDIVIDUALHOUSE FIRE ASSISTANCE$3,000
ROD JUDY CROSSMAN
4110 S POPLAR STMARIONIN46953NONEINDIVIDUALHURRICANE IAN ASSISTANCE$5,000
QUONTAZE WILSON
2229 WINDSONG DRIVE APT CINDIANAPOLISIN46229NONEINDIVIDUALVEHICLE PURCHASE$4,458
DESIREE SCHMIDT
439 PENN AVEFORT WAYNEIN46805NONEINDIVIDUALDEATH EXPENSES$2,060
ASHLEY BROOK
3258 KENTUCKY STBROOKSVILLEFL34604NONEINDIVIDUALDEATH EXPENSES$3,000
CHARLIE MARQUIS
40988 RICKI DRIVEPARKERCO80138NONEINDIVIDUALMEDICAL EXPENSES$1,500
SCOTT GRZESIAK
2503 W FILLMORE STCHICAGOIL60613NONEINDIVIDUALGENERAL ASSISTANCE$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,703TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,159ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,159ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,159TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GARY CONNIE OTT
11800 N WABASH ROADMARIONIN46952$40,000Yes (X)
RYAN AMIE OTT
21050 LONG BRANCH COURTGAS CITYIN46933$6,729Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,690Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
TAX EXPENSE$23
ENTITY REPORT FILING$22
OFFICE EXPENSE$159